Triggers can automate processes in your account based on specific aspects of a call, such as applying tags, adding dollar values, sending text messages, or updating custom fields.  Actions can be triggered at the start or end of a call or based on events detected during a call. Triggers can run on a delay as well. If you have many processes running post-call, it can be helpful to delay running a trigger. 

Click here to watch our Triggers video walkthrough.

Triggers can be applied to different groups of tracking numbers so that you can have different actions taken for different advertising channels or customers in your account.

Creating a Trigger

  1. Navigate to Flows → Triggers. (If you have no triggers, you’ll be taken to a new setup page.  Otherwise, click New Trigger in the upper right corner.)
  2. Enter a Name for your trigger.
  3. Use the Trigger drop-down menu to choose when you would like this trigger to occur. Screenshot 2024-04-18 at 9.03.59 AM.png
    • When an activity is received
    • When an activity is sent
    • Through a voice menu or other trigger
    • When an agent answers a call/chat within a call queue or a receiving number is connected
    • When an agent transfers a call
    • When a website session is associated with the activity record - Trigger will run when the activity gets session data
    • When the caller hangs up the call early
    • When the contact panel is updated by a user -Trigger runs if an update is made to the contact panel by a user or an API call.
    • When a call ends immediately without delay
    • At the end of a call/form/chat, once all data has been captured
    • 1 hour after call data is captured - Trigger will run 1 hour after any data is captured
    • Whenever sale data is updated for an activity -Trigger runs if an update is made to the Score panel by a user or an API call.
    • When a FormReactor activity is created - Trigger  runs as soon as the FormReactor hits the Call Log
    • When PPC data is retrieved for an activity - Trigger runs when paid data from any paid medium is retrieved. 
    • When cost data is retrieved for an activity - Trigger will run when cost data is retrieved from GA3. 
    • When a caller inputs their zip code or area code for a Geo Router
    • When a keyword is spotted within a call transcription
    • Audio Accessed
    • When a new agent is assigned an activity
    • When transcription is ready - Trigger will be delayed until the transcription is available. 
  4. If you want this trigger to apply to all numbers in your account, select the Trigger for all Calls.
  5. Click + Add Workflow on the right side of the page. Screenshot 2024-04-18 at 9.44.21 AM.png
  6. Here you will begin to construct the rules for the trigger.  Use the drop-downs in the If all of the following rules match to set when the actions you want will occur.
    • See Condition Details below for information on each of the condition options.
  7. If you need to use multiple conditions — such as “If new caller is yes” and “tag includes ‘sales call'” — use the and + Add Rule buttons to build more complex rules.
    • “And” operator: to add an “and” rule, use the blue + symbol to the right of the drop-downs you used to create your first rule.
    • “Or” operator: to add an “or” rule, use the + Add Rule button in the top right of the Routes section.
  8. Select Add Action to set what will happen when the trigger conditions are met.  You can add multiple actions to each set of rules.  The following actions are available: Screenshot 2024-04-18 at 9.41.57 AM.png
    • Delay next action
    • Tag Call (limited to three tags)
      • Remove Tags
    • Assign agent to call
    • Add to Smart Dialer
      • Remove from Smart Dialer
    • Add Conversion
      • Remove Conversion
    • Update Reporting Tag
    • Score Call (star rating)
    • Remove Conversion
    • Send Analytics Event
    • Send Analytics Transaction Event (E-Commerce)
    • Send Analytics Item Event (E-Commerce)
    • Send Bing Event
    • Optimizely Event
    • Salesforce Link
    • Send Text - requires completion of Trust Center
    • Forward Text - 
    • Add to Upcoming Scheduled Text (bulk texting)
      • Remove from Upcoming Scheduled Text
    • Add to Do Not Text List
      • Remove from Do Not Text List
    • Add to Do Not Call List
      • Remove from Do Not Call List
    • Add to Blocked Numbers
      • Remove from Blocked Numbers
    • Execute Trigger
    • Send Email
    • Update Custom Field
  9. Fill out any required fields based on the actions selected.
  10. Save Changes.
  11. To have this trigger applied to specific tracking numbers in your account, scroll to the General section and click the button for Edit Assigned Tracking Numbers.
  12. In the pop-up, select the tracking numbers for which you want to use this trigger in the list on the left and move them to the assigned list on the right.
  13. Save.


Condition Details

Several conditions can be used to determine which route a call will take. All options are listed below, including information about each option and how it can be configured.

New Caller

This checks if this number has called any of your numbers before.  Choose yes or no.

  • Example: “New caller is Yes” indicates a first-time caller.

Last Called

This checks the difference in time between this call and the last time you received a call from this number.  You can create rules for people who have called within the last 24 hours48 hours7 days30 days, or 60 days.

  • Example: Use “Last Called is within 24 hours” to identify frequent callers.

Time of Call

This checks whether the call is occurring during one of the schedules in your account.

  • Example: Use “Time of Call is not within Business Hours” to catch calls routed to your after-hours voicemail.

Caller ID

This checks the contact name associated with the caller’s number.  Choose from iscontainsstarts withends withis set, or is not set.

  • Example: “Caller ID contains Wireless Caller” can be used to identify callers using cell phones who do not have names listed.

Caller Number

Checks the phone number the person is calling from.  Choose from iscontainsstarts withends withis set, or is not set.

  • Example: Detect “Caller Number starts with 555” to trigger a text notification to an agent in that area.

Restricted Number

This checks if the caller has blocked their own caller ID.  Choose yes or no.

  • Example: If “Restricted Number is Yes,” tag the call with “missing caller ID.”

Location of Caller

This checks the caller’s location (based on caller ID listing) against geo-routers in your account.  Choose the name of the geo-router to check.

  • Example: Use “Location of Caller is not within Branch Router” to tag the call as “outside service area.”

City, State/Region, and County

This checks for the relevant information in the address associated with the caller’s number.

  • Example: If “City is Chicago,” trigger a text to your Chicago branch agent.
  • Example: If “Country is not Canada,” tag the call with “international.”

Landing Page and Referring Page

Checks the landing or referring URL in the web session data associated with the call.

  • Example: You can send a text for calls that match “Landing Page contains awesome-new-product” to your Awesome New Product specialist’s number.

Day of Week and Month

This checks for the current date and day of the week.  Choose from any day or month.

  • Example: “Day of Week is Sunday” can be used to tag calls to your weekend answering service.
  • Example: If “Month is December,” route to your holiday voicemail.


This checks for any tags that have already been applied to the call (from a voicemail, another router, or a call trigger).  You can choose any existing tag in your account.

  • Example: If “Tag includes support,” route to your support queue.


This checks the state of the “converted” toggle in the call scoring section for a call.

  • Example: If “Converted is Yes,” send a CallSale event to Google Analytics.

Converted Amount

This checks the dollar value assigned to a call in the call scoring section. It can match exact values or values greater or less than a specific value.

  • Example: If “Converted Amount is greater than 100,” update the reporting tag on the call.

Call Score

This checks the star value assigned to the call in the call scoring section.

  • Example: If “Call Score is 1,” send a text alert to a manager to review the call.

Enhanced Caller ID

If you have enhanced caller ID enabled, the following options are also available:

  • Gender
  • Phone Type (checks for mobile devices)
  • Education
  • Homeowner Status
  • Household Income
  • Marital Status
  • Market Value
  • Has Children

Call Length

  • Triggers actions based on total call duration in seconds(including all ring time and hold time). 

Talk Time

  • Triggers are based on total talk time only. Talk time duration is in seconds. 


  • Checks for the name of the agent in a call queue who answered the call.

Tracking Source

  • Trigger actions based on the tracking source assigned to the tracking number that was dialed.

Receiving Number

  • Trigger actions based on the receiving number that the call was routed to.


  • Actions will be triggered based on inbound or outbound calls only.

Call Status

  • Trigger actions based on the call status (such as answered, no answer, or hangup).

Click for additional API Information on triggers.

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